Manage vendors

Users with the Add, Remove, or Update Vendors permissions can manage vendors. Vendors must be associated with a specific service. When bills are added to the system, they are tied to a particular account. Upon adding a bill, the vendor and account can be applied automatically.

To add a new vendor:

1. Select Admin > Vendors. The Vendors page appears.

   

2. Select Actions > Add Vendor. The Add Vendor page appears.

   

3. Do the following:

   a. Enter the vendor's Name.
   b. Enter the Address, City, State, Zip code, and Phone number.
   c. Copy and paste a Website link.
   d. Add any desired notes.
   e. Select all Services related to this vendor.

4. Click Save.

To manage an existing vendor:

1. Select Admin > Vendors. The Vendors page appears.

2. Next to the vendor you want, do any of the following:

   To...	Then...
   Edit a vendor	a. Click .  b. Make the desired changes. c. Click Save.
   Delete a vendor Note: You can only delete a vendor with no existing bills.	a. Click . A pop-up appears. b. Click Yes.